SMIC(688981) 证券时报网· Zheng Quan Shi Bao Wang·2025-05-23 10:19Market Overview - The Shanghai Composite Index fell by 0.94% on May 23, with only three sectors rising: automotive, pharmaceuticals, and basic chemicals, which increased by 0.42%, 0.42%, and 0.05% respectively. The sectors with the largest declines were computer and comprehensive, down by 1.97% and 1.84% respectively. The electronics sector dropped by 1.50% [1]. Fund Flow Analysis - The net outflow of main funds from both markets reached 28.926 billion yuan, with only three sectors experiencing net inflows: automotive (3.202 billion yuan), pharmaceuticals (1.107 billion yuan), and basic chemicals (462 million yuan). In contrast, 28 sectors saw net outflows, with the electronics sector leading at 5.802 billion yuan, followed by the computer sector at 5.296 billion yuan. Other sectors with significant outflows included non-bank financials, telecommunications, and electric equipment [1]. Electronics Sector Performance - The electronics sector experienced a decline of 1.50%, with a total net outflow of 5.802 billion yuan. Out of 461 stocks in this sector, 57 rose, including one that hit the daily limit, while 401 fell. Notably, 104 stocks had net inflows, with the highest being Xuguang Electronics at 104 million yuan, followed by Qiangli New Materials and Landai Technology at 89.824 million yuan and 84.793 million yuan respectively. Conversely, 11 stocks saw net outflows exceeding 100 million yuan, with the largest outflows from SMIC, Shenghong Technology, and Changying Precision, at 249 million yuan, 228 million yuan, and 212 million yuan respectively [2][3]. Key Stocks in Electronics Sector - The top stocks with net inflows in the electronics sector included: - Xuguang Electronics: +8.33%, 1.039 billion yuan - Qiangli New Materials: +8.20%, 898.243 million yuan - Landai Technology: +1.37%, 847.933 million yuan - The stocks with the largest net outflows included: - SMIC: -1.09%, -248.541 million yuan - Shenghong Technology: -0.77%, -228.153 million yuan - Changying Precision: -4.07%, -211.856 million yuan [2][3].